Jennifer Lyons is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with William Blair & Company since 2000. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, with proprietary models and access to private funds and co-investments.

Jose Almanza is a financial advisor with Empower Advisory Group in Berwyn, IL, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at GWFS Equities, Inc. since 2021 and previously at MML Distributors, LLC and Massachusetts Mutual Life Insurance Company from 2016 to 2021. Outside of his advisory role, he serves as Chief Operations Officer for Lakeshore Financial Network, a business specializing in tax preparation, and works as a loan originator for ILoan Home Mortgage. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors, their participants, and retail brokerage clients. The firm uses an integrated model linked to Empower’s administrative platforms, offering point-in-time financial plans and managed account solutions focused on long-term portfolio returns and annual rebalancing.

Peter Henkel is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience and holds a Series 66 designation. Prior to joining Goldman Sachs, he was affiliated with Indiana University and has held roles at Ivy Hills Country Club and Mercy Health Plex. Goldman Sachs Wealth Services advises a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Cameron Nylec is a CFP® professional with two years of industry experience, currently advising at Mariner. His prior roles include positions at JMG Financial Group, Ltd. and Total Clarity Wealth Management, Inc. He also spent four years at the University of Illinois Urbana-Champaign. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an Investment Committee and offers integrated tax and accounting services uncommon among large advisory enterprises.

Deepen Modi is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Independent Financial Group since 2015. Outside of his advisory role, Modi is president and CEO of DKRS of Northbrook, a corporation managing office and business expenses, and is also an Illinois-licensed insurance agent. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, and financial planning services through a national network of Investment Adviser Representatives and provides advisory programs via its AccessPoint platform and third-party asset managers.

Anthony Jones is a CFP® professional with two years of experience at Corient. Prior to joining Corient, he worked at Industrial Federal Credit Union and Regions Bank, and he also spent six years at Purdue University. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions, supported by continuous portfolio monitoring and risk management tools.

Jeffery Coda is a Series 66-registered advisor with Goldman Sachs Wealth Services, based in Deerfield, IL, with four years of industry experience. He has worked with The Ayco Company, LP since 2016. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized wealth services. The firm utilizes strategic allocation models and proprietary research while integrating capabilities across Goldman Sachs affiliates to deliver tailored investment solutions.

Steven Gillhaus is a CFA® charterholder with 14 years of industry experience, currently advising at Mariner Wealth Advisors. His prior roles include positions at Savant Wealth Management, Mowery & Schoenfeld Wealth Management, LLC, and BMO Harris Financial Advisors, Inc. Outside of his advisory work, he serves as the elected Treasurer of the Farmington Bath and Tennis Club, a summer tennis and swim club in Chicago. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm employs discretionary, customized portfolios combining in-house research and third-party managers, with notable integration of tax and accounting services and operational capabilities such as administrative CFO functions and a Financial Wellness Platform.

Cramer Soebbing is a CFP® professional with 10 years of industry experience, currently advising at Mariner Wealth Advisors since 2015. He serves on the advisory board of the H Foundation, which raises funds for basic science cancer research through charitable events. Mariner Wealth Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, and tax services. The firm implements discretionary, customized portfolios and provides integrated tax and accounting services alongside traditional portfolio management.

Matthew Mikula is a CFP® with 16 years of industry experience, currently serving at Corient. His career includes nearly two decades at Balasa Dinverno Foltz LLC before joining Corient and its related entities. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team-driven investment approach that integrates in-house strategies with third-party managers and uses advanced risk management and stress testing tools.

Jacob Lankford is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial and the Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Kevin Zasada is a CFP® professional with nine years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His career includes roles at Empower Financial Services, Personal Capital Advisors Corporation, Fisher Investments, and Merrill. Wealth Enhancement Advisory Services (WEAS) offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that blends passive and active managers, overseen by an internal Investment Committee.

Daniel Lanman is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following prior roles at The Ayco Company, L.P./Mercer Allied, Capstone Financial Advisors, and Great Lakes Advisors. Outside of finance, he was involved with The Red Lion and has academic experience at the University of Illinois Urbana-Champaign and Universidad Pontifical Comillas. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering tailored financial planning and portfolio management. The firm utilizes strategic allocation models, proprietary analytics, and integrates capabilities across the Goldman Sachs network to deliver comprehensive wealth management solutions.

Todd Diven is a CFP®-credentialed financial advisor with Wealth Enhancement Advisory Services, LLC, bringing 26 years of industry experience. He has been with Wealth Enhancement since 2013 and also operates a CPA practice focused on basic tax preparation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

John Welch is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with William Blair since 2013. Outside of his advisory work, he is a private investor and board member of INFOTOUCH Corp, a POS software developer, and is the owner of Yorkshire Motorsports LLC, a business selling personal car parts collected over five decades. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

James Benages is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at LPL Financial, Numark Credit Union, and Cetera Advisor Networks. Benages is also involved with Resource Ins & Fin Group, where he provides financial planning, investment management, and insurance services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Anthony Dinverno is a CFP® with 13 years of industry experience, currently serving at Corient. He previously worked at Balasa Dinverno Foltz LLC for 13 years before joining Corient and its affiliated entities. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates internal security strategies with third-party managers and incorporates risk management tools and alternative investment options when appropriate.

Michael Smith is a CFP® with 24 years of industry experience, currently advising at Mariner Wealth Advisors since 2023. His prior roles include positions at United Capital Financial Advisers and D3 Financial Counselors. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax and family office services. The firm employs customized, discretionary portfolios supported by internal and third-party management resources and provides specialized retirement plan solutions and employer financial wellness tools.

Bryanna Unzueta is a financial advisor at William Blair with one year of industry experience. She holds a Series 66 designation and has held previous roles at DePaul University, Propharma Group, and Rush University Medical Center. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, including high-net-worth clients, as well as foundations, pension, and corporate clients. The firm employs an active, research-driven management approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Craig Anderson is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently affiliated with CWM, LLC and has previously worked at Carson Wealth, Triad Advisors, Inc., and Meyer Financial Services, Inc. Outside of his advisory role, Anderson is also an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing a discretionary management approach with model portfolios guided by an in-house Investment Committee.